Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Ingram is a wealth advisor at Glass Jacobson Wealth Advisors. George has been in the industry for over 15 years and has a strong track record of success. George is committed to providing clients with personalized financial advice and helping them achieve their financial goals. George holds both Series 65 and Series 63 licenses, and Series 7. George has experience working with a wide range of clients, including high-net-worth individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees; revenues from educational product sales
1
2
MD
07/25/2019 - Present
Glass Jacobson Wealth Advisors (ROCKVILLE MD)
MD
08/06/2019 - 06/18/2021
TRIAD ADVISORS LLC (ROCKVILLE MD)
DC
10/29/2014 - 06/06/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WASHINGTON DC)
ME
12/18/2012 - 05/29/2013
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
VA
12/18/2008 - 11/07/2012
FBR INVESTMENT SERVICES, INC. (ARLINGTON VA)
NY
11/23/2005 - 04/15/2008
FAIRFIELD HEATHCLIFF CAPITAL LLC (NEW YORK NY)
IA
Issued 12/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure George Ingram is the right advisor for you? Invested Better is here to help.
